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Personal Banker

PNC Financial Services Wauwatosa, Сполучені Штати
Робота на місці

Дата публікації: 01.09.2026

Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.

Responsibilities

Acquires and deepens the branch customer base through a variety of proactive sales and service activities; Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing; Collaborates with ecosystem partners to grow customer's share of wallet; Positions PNC solutions to drive new revenue and customer loyalty; Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty; Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions; Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships; Creates customer loyalty and grows customer share of wallet through a differentiated customer experience; Performs lobby engagement activities to connect with customers and position PNC products to meet their needs; Educates customers on options for managing financial transactions by leveraging technology, tools and resources; Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty; Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits; Demonstrates a heightened scrutiny to identify and avoid loss; Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner

Requirements

Associates or equivalent degree as well as related experience or product knowledge; Typically requires 3+ years experience; In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered; No Degree; No Required Certification(s); Banking Products; Digital Awareness; Effective Communications; Managing Multiple Priorities; Matrix Management; Problem Solving; Prospecting; Retail Lending; Selling; Understanding Customer Needs; Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations

Nice to have

Accountability; Banking; Client Loyalty; Customer Experience (CX); Customer Service; Identifying Opportunities; Leveraging Technology; Proactive Sales

Benefits

medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; robust wellness program with financial incentives; maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year; between 15 to 25 vacation days each year depending on career level
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